Welcome to Your Third-Party Administrator Education Portal
We appreciate your partnership in providing the best retirement solutions to your clients. This portal has been designed to assist you with servicing your plans by providing an overview of our TPA Administration Guide, TPA website, and reports.
We hope you find these videos useful. Feel free to send us your ideas on additional content that would be helpful to you and your company.
Servicing your plans
This 10-minute video provides an overview of your TPA Administration Guide and navigation of our TPA website.
The Plan Sponsor Website
This website is the same website you use when administering a plan.